Garry Penfold – DipIP, CeMAP

Garry became a Financial Planner in 2003 and during his early years was employed within the banking and wealth management sectors, advising both private clients and businesses.

Garry understands that placing your trust in someone to guide you through the complexities of financial decisions, is both an emotional and financial commitment. You will require reassurance that you are taking the correct actions for both you and your family, and Garry strives to be the easiest person to talk with, to ensure that you have the necessary understanding and are allowed the space and time to make the right decisions.

As a business, Derwen Financial Planning Limited has flourished by prioritising and placing our clients at the heart of every decision. We have successfully built a reputation for being a friendly, professional and ethical firm of financial planners.

Garry was employed for 11 years with the NFU Mutual, gaining the experience, and understanding of the particular needs of clients within the agricultural and rural communities across South & West Wales. In 2015, using his integrity and ethical approach to clients, Garry was awarded the NFU Mutual’s top financial adviser award. Garry is committed to maintaining his professionalism and is studying to become a Chartered Financial Planner in the next few years.

Away from work Garry is married with two sons and family life is his priority. He has completed several iron man events and is actively involved with different sporting activities with his two sons. He enjoys spending as much time as possible outdoors making the most of what West Wales has to offer.

Glyn Thomas
Chartered Financial Planner and Affiliate of STEP
Founder of Derwen Financial Planning Limited

Glyn entered the financial services industry in 1987, and in 1991 joined a long established and respected firm of local solicitors as an in-house financial adviser. He qualified as a Certified Financial Planner in April 2014 – the global standard of excellence in Financial Planning and became an Affiliate of STEP (Society of Trust and Estate Practitioners) – an across-professional body for those involved in Wills, trusts estate planning, probate etc.

Glyn has been awarded chartered status, meaning that he is one of the highest qualified planners within the industry. 

Glyn is a fluent in both Welsh and English.

Glyn has been listed in the SIFA Directory of Professional Financial Advisers from 1992-2024. The directory is endorsed by the Solicitors Regulatory Authority. Legal + Financial = Trusted adviser = private client business model for the future. He is one of a niche group of advisers to hold all three qualifications.

Paul Evans – DipPFS

Paul has been employed in the financial services industry since he joined NatWest Bank from school in 1978 and where, he worked for 34 years, until taking early retirement in 2012. During his time at the bank, Paul worked in various roles and locations throughout Wales, and the last 21 years as a financial adviser providing financial planning advice on protection, pension planning, savings and investment to both personal and business clients. Paul is a fully qualified financial adviser holding the CII Statement of Professional Standing.   Paul is fluent in both Welsh and English.

Garry, Glyn and Paul look forward to welcoming all new and long-standing clients to Derwen Financial Planning Ltd.

Investment and Pension Advice

Quilter Financial Planning Ltd visit the marketplace to conduct due diligence on our behalf and will recommend a panel of investment and insurance companies.

Garry and Glyn will offer advice from the whole of market.

Paul will offer advice from a panel of leading investment and insurance companies.

Protection and Mortgage Advice

Garry and Glyn offer protection and mortgage advice and have access to the whole of market.

Paul advises on protection and has access to the whole of market but does not offer mortgage advice.